|
101
|
Lucia Wealth Services
San Diego,
California
|
$2.1M
|
-$2.26M
|
-74,824
|
-52%
|
|
|
102
|
Managed Account Services
Coconut Grove,
Florida
|
$2.08M
|
+$723K
|
+23,916
|
+54%
|
|
|
103
|
McNaughton Wealth Management
San Diego,
California
|
$2.04M
|
-$193K
|
-6,379
|
-9%
|
|
|
104
|
Golden State Wealth Management
Santa Ana,
California
|
$1.95M
|
+$1.92M
|
+63,488
|
New
|
|
|
105
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$1.88M
|
-$502K
|
-16,587
|
-21%
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$1.86M
|
+$1.55M
|
+51,371
|
+566%
|
|
|
107
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.67M
|
+$27.2K
|
+900
|
+2%
|
|
|
108
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.66M
|
-$1.79M
|
-59,123
|
-52%
|
|
|
109
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.6M
|
-$560K
|
-18,514
|
-26%
|
|
|
110
|
MML Investors Services
Springfield,
Massachusetts
|
$1.55M
|
+$1.11M
|
+36,630
|
+263%
|
|
|
111
|
Monument Capital Management
Alexandria,
Virginia
|
$1.4M
|
-$476K
|
-15,750
|
-26%
|
|
|
112
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.32M
|
–
|
–
|
–
|
|
|
113
|
Gratus Capital
Atlanta,
Georgia
|
$1.32M
|
+$851K
|
+28,128
|
+189%
|
|
|
114
|
Zacks Investment Management
Chicago,
Illinois
|
$1.31M
|
+$1.29M
|
+42,724
|
New
|
|
|
115
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.27M
|
+$1.25M
|
+41,261
|
New
|
|
|
116
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.24M
|
+$292K
|
+9,640
|
+31%
|
|
|
117
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.21M
|
+$29.5K
|
+975
|
+3%
|
|
|
118
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.07M
|
+$127K
|
+4,183
|
+14%
|
|
|
119
|
CWA Asset Management Group
Naples,
Florida
|
$1.06M
|
+$1.04M
|
+34,501
|
New
|
|
|
120
|
RFG Advisory
Birmingham,
Alabama
|
$1.04M
|
+$414K
|
+13,694
|
+68%
|
|
|
121
|
L.J. Altfest & Co
New York
|
$1.02M
|
-$109K
|
-3,613
|
-10%
|
|
|
122
|
Bailard
Foster City,
California
|
$999K
|
+$983K
|
+32,506
|
New
|
|
|
123
|
Focused Wealth Management
Newburgh,
New York
|
$952K
|
-$13.6M
|
-448,173
|
-94%
|
|
|
124
|
USA Financial Formulas
Ada,
Michigan
|
$952K
|
+$611K
|
+20,203
|
+187%
|
|
|
125
|
Brighton Jones LLC
Seattle,
Washington
|
$946K
|
+$56.8K
|
+1,877
|
+6%
|
|
